The Planhat Alternative For High-Growth Customer Success
Velaris is the Customer Success Platform that partners with CS teams to help consolidate their customer data, automate their busywork and scale their impact.
Get set up without heavy-lifting with a dedicated implementation consultant and CSM
Connect 100+ tools without spending months wrangling APIs
Scale without adding headcount using in-built agentic AI tools
We’re not just a platform.
We’re a true partner that gives you both the tools and the support you need to understand your customers, predict churn and grow your accounts.
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“It feels custom built for our organization.”
“The Velaris team goes above and beyond to make sure their customer needs are not just met, but exceeded.”
“The features provided out of the box are fantastic.”
"The best option to organize your customers and know their health."
Everything you need to standardize and scale CS, in one place
Get the complete picture of your book of business
Never be caught off-guard by churn again.
Understand what’s happening with customers and catch risk signals early with Velaris.
Account views with multi-level parent-child relationships
Health scores based on fully customizable configurations
Alerts CSMs to risk in real-time
Summarizes historical and present information with AI (coming soon)
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Create sleek, shareable reports on anything
Velaris creates visualizations of any type of data in the platform.
We give you the reliable reports that you need to
Step into meetings with confidence
Justify strategic decisions
Prove your impact
And it’s not just structured data. Velaris AI analyzes unstructured data in your customer communications to create reports on trending topics and patterns in your support tickets, emails and meeting transcripts.
Let automations take care of your low-touch accounts for you
Use Velaris playbooks and email campaigns to automate low-touch customer journeys.
Reach the right customers at the time time with behavioural and time-based triggers
Personalize engagements with advanced segmentation and conditional logic
No complexity – use our drag-and-drop builder to visually build your flows
At Velaris, your ARR doesn’t define how we treat you.
Every customer gets the following:
Get immediate access to our CS team for quick responses and support
A human who’ll work with you to help you get the most out of the platform
We set up your integrations for you. No heavy lifting necessary.
We’ll be with you every step of the way.
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Integrates with 50+ tools
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“Do you integrate with X?”... and other frequently asked questions
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With Velaris, you can integrate with any tool that has a public API. If our portfolio of native integrations aren’t enough for you, we will build out custom integrations with any tool you need in just 8 weeks (we handle all the heavy lifting – no need to pull dev resources on your side).
Velaris is for Customer Success and Account Management teams in B2B organizations who need to scale and automate their operations.
Yes we do.
Absolutely. Velaris was built with flexibility in mind. Our data entities show you your book of business on the contact, account and wider organizational level. You can also link other types of relationships like partnerships with custom objects.
Built to keep your data safe
We make sure all your tools talk to each other.
We make sure all your tools talk to each other.
We make sure all your tools talk to each other.
